TRIO vs IVV

ATRIO

BIVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,530IVV

Lowest cost0.03%IVV · $3 on $10k

Most income8.34%TRIO · $834 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common[…]TRIO and IVV

TRIO

IVV

EA Series Trust - MC Trio Equity Buffered ETF · $124MiShares Core S&P 500 ETF · $872B

[…]3 years · per year[…] · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

8.34%12-mo yield$834 · $110 on $10k1.10%

−11.1%Worst dropSmaller wins

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	ATRIO	EA Series Trust - MC Trio Equity Buffered ETFRead Desk		0.70%	8.34%	+0.7%	+8.0%	+0.4%	new	new	−11.1%	$124M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	ATRIO	EA Series Trust - MC Trio Equity Buffered ETFRead Desk		0.70%	8.34%	+0.7%	+8.0%	+0.4%	new	new	−11.1%	$124M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TRIO vs IVV

TRIO

EA Series Trust - MC Trio Equity Buffered

[…]

IVV

iShares Core S&P 500

$17,530

MeasureTRIOIVV

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield8.34%1.10%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y11.2%

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TRIO vs IVV

Both

Both

$10,000 in TRIO, IVV

Overlap: TRIO, IVV

TRIO vs IVV

SPYM vs SPY

VOO vs IVV

SCHD vs VIG

Overlap: TRIO, IVV

Income After Fees on $10,000